WMBLX WesMark Balanced Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Apple (NASDAQ:AAPL), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), ABBVIE (NYSE:ABBV), Cisco Systems (NASDAQ:CSCO), Caterpillar (NYSE:CAT), Chevron Corp (NYSE:CVX), PepsiCo (NASDAQ:PEP), CVS HEALTH Corp (NYSE:CVS).

The investment seeks capital appreciation and income. The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments. The Adviser first determines the percentage of the fund's portfolio to invest in equity securities, the percentage to invest in fixed-income securities and the percentage to invest in money market investments. The percentage ranges of securities in each asset class are: equity securities 30-70%; fixed-income securities 30-70%; and money market investments 0-40%.

The average market capitalization across the WesMark Balanced MF is 860.65B. The market cap for tickers in the group ranges from 77.88B to 4.53T. AAPL holds the highest valuation in this group at 4.53T. The lowest valued company is EMR at 77.88B.

The average weekly volume growth across all stocks in the WesMark Balanced MF was 88%. For the same stocks of the MF, the average monthly volume growth was 216% and the average quarterly volume growth was 291%